摩根大通发表研究报告表示,对中资银行及券商股持正面看法,建议投资者对中资金融股采用杠铃策略(Barbell Strategy),即同时投资于高风险及低风险资产,预期市场资产轮动及过剩流动性增加,将成为股市上升的关键驱动力。该行预期今轮股市升势将进一步延续,因目前市场杠杆水平温和且估值不高,估计潜在资金轮动或为股市注入额外14万亿元人民币流动性,相当于可流通市值约16%。在券商股中首选中金(...
Source Link摩根大通发表研究报告表示,对中资银行及券商股持正面看法,建议投资者对中资金融股采用杠铃策略(Barbell Strategy),即同时投资于高风险及低风险资产,预期市场资产轮动及过剩流动性增加,将成为股市上升的关键驱动力。该行预期今轮股市升势将进一步延续,因目前市场杠杆水平温和且估值不高,估计潜在资金轮动或为股市注入额外14万亿元人民币流动性,相当于可流通市值约16%。在券商股中首选中金(...
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